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AEPFX vs HNCTX
AEPFX vs HNCTX Comparison
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AEPFX vs HNCTX Comparison Chart in %
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AEPFX vs. HNCTX commentary
Jun 24, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AEPFX is a Hold and HNCTX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. HNCTX (529M). AEPFX pays higher dividends than HNCTX: AEPFX (2.64) vs HNCTX (0.83). AEPFX was incepted earlier than HNCTX: AEPFX (18 years) vs HNCTX (20 years). HNCTX (1.02) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. HNCTX (36.00). HNCTX has a lower initial minimum investment than AEPFX: HNCTX (0) vs AEPFX (250). HNCTX annual gain was more profitable for investors over the last year : 28.97 vs. AEPFX (14.47). HNCTX return over 5 years is better than : 28.75 vs. AEPFX (0.46).
| AEPFX | HNCTX | AEPFX / HNCTX | |
| Total Expense Ratio | 0.59 | 1.00 | 59% |
| Annual Report Gross Expense Ratio | 0.59 | 1.02 | 58% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 7.158 | 14.946 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 529M | 27,032% |
| Annual Yield % from dividends | 2.64 | 0.83 | 319% |
| Returns for 1 year | 14.47 | 28.97 | 50% |
| Returns for 3 years | 28.00 | 64.07 | 44% |
| Returns for 5 years | 0.46 | 28.75 | 2% |
| Returns for 10 years | 71.59 | 129.81 | 55% |
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